FAQs

What’s the difference between Internal, Edit, and Shared View?

Internal View provides visibility into internal workspace activity and information. Edit View is where you make changes to the workspace. Shared View shows you the customer-facing experience and is a great way to preview your workspace before sharing.

Do I need to publish every time I make a change?

Yes. Changes made in Edit View must be published before they appear in the customer-facing workspace. If a customer isn’t seeing your latest updates, publishing is one of the first things to check.

Which workspace link should I send to my customer?

Always use Copy Link within Dock when sharing your workspace. This ensures customers are directed to the workspace’s main access point rather than an internal editing view or a specific page that may later be hidden.

What sharing setting should I use?

Choose the sharing setting based on who should have access. Anyone with the Link allows visitors with the workspace link to access it after providing their email, while Restricted access limits the workspace to specific people you’ve added. Follow your organization’s guidelines when selecting a setting.

Can I hide content that isn’t ready for the customer?

Yes. Pages and other workspace content can be hidden when you don’t want customers to see them yet. Use Shared View before publishing or sharing to confirm the customer experience looks the way you expect.

When should I use a connected workspace?

Use a connected workspace when you want to extend an existing customer workspace into another stage of the journey, such as transitioning from sales to onboarding. This helps carry important customer context forward while creating a new experience for the next stage.

What happens when a Library asset in my workspace is updated?

When content is added to a workspace from the Dock Library, updates to that Library asset automatically carry through anywhere the asset is being used. This helps ensure customers continue to see the most current version without reps having to replace the asset manually.

Troubleshooting

My customer can’t access the workspace.

Check: Review the workspace’s sharing settings and confirm the customer has the appropriate access. If access is Restricted, confirm their email has been added.
Next Step: Update the sharing settings or add the customer as needed, then have them try the workspace link again.

My customer isn’t seeing my latest changes.

Check: Confirm that your latest workspace changes have been published.
Next Step: Publish the workspace, then use Shared View to confirm the updates are visible.

A page or section isn’t visible to my customer.

Check: Review the visibility settings for the page or section and use Shared View to confirm what the customer can see.
Next Step: Adjust the visibility settings, publish your changes, and preview the workspace again.

My customer is landing on the wrong page.

Check: Confirm you used Copy Link rather than copying the URL directly from your browser.
Next Step: Use Copy Link from the workspace and resend the correct customer-facing link.

I can see something internally that my customer can’t see.

Check: Confirm whether the content is hidden from the customer or intended for internal use. Remember that Internal View and Shared View can show different experiences.
Next Step: Use Shared View to confirm the customer experience and adjust visibility if the content should be available externally.

I made a mistake and need to change something after sharing the workspace.

Check: Open the workspace in Edit View and make the necessary changes.
Next Step: Publish your updates. Customers can continue using the same workspace link to access the updated experience.

I need to change who can access the workspace.

Check: Open Share to review the current sharing setting, workspace members, and roles.
Next Step: Add or remove members, update roles, or change the sharing setting based on the access you want to provide.

Someone needs to collaborate on or edit the workspace.

Check: Review the person’s current workspace role to confirm they have the appropriate permissions.
Next Step: Add the person through Share and assign the appropriate workspace role for the level of access they need.

I created the wrong type of workspace or need to continue the customer journey.

Check: Determine whether you need a standalone workspace or a connected workspace that continues from an existing customer experience.
Next Step: If the next experience should build on an existing workspace, create a connected workspace using the appropriate starting workspace.

Content from the Library looks outdated in my workspace.

Check: Confirm the content was added directly from the Dock Library rather than uploaded separately to the workspace.
Next Step: If it was added from the Library, confirm the Library asset itself is current. If a separate copy was uploaded, replace it with the appropriate Library asset when possible.

My workspace doesn’t look right to the customer.

Check: Open Shared View and review the complete customer-facing experience, including pages, sections, content, and visibility.
Next Step: Return to Edit View, make the necessary adjustments, publish, and check Shared View again.

I’m not sure whether my workspace is ready to share.

Check: Use Shared View to review the workspace exactly as your customer will experience it. Check the content, navigation, visibility, and next steps.
Next Step: Make any final adjustments, publish your changes, and use Copy Link when you’re ready to share.

Workspace FAQs